Contact for queries: training.team@trajectoryinc.com

You must be logged in to take this course  →   |

NetSuite Essentials is intended for new consultants to get acquainted with NetSuite basic terms and leverage core NetSuite capabilities, how standard ERP and CRM business processes work in NetSuite, and implementation best practices. NetSuite Essentials has a blended learning approach, designed for onboarding members whose tasks will be then oriented around a twofold learning experience: utilizing Cognita learning resources, containing hands-on exercises on a demo account; and taking part in simulation exercises called Scenarios. Your twofold learning experience will be guided from day one, having face-to-face interactions with a trainer, who will be providing you with feedback and directions as you progress throughout the course.

Course Description

Welcome to Cognita! NetSuite Essentials is intended for new consultants to get acquainted with NetSuite basic terms and leverage core NetSuite capabilities, how standard ERP and CRM business processes work in NetSuite, and implementation best practices. NetSuite Essentials has a blended learning approach, designed for onboarding members whose tasks will be then oriented around a twofold learning experience: utilizing Cognita learning resources, containing hands-on exercises on a demo account; and taking part in simulation exercises called Scenarios. Your twofold learning experience will be guided from day one, having face-to-face interactions with a trainer, who will be providing you with feedback and directions as you progress throughout the course.

General Objectives

On your journey as a consultant, NetSuite Essentials comprises a comprehensive learning approach set out to provide you with both the necessary declarative and practical knowledge of NetSuite capabilities as well as customer-handling skills.
On the one hand, in Cognita, NetSuite Essentials content is then focused on the NetSuite SuiteFoundation Exam, including every topic you need to learn to have the foundational knowledge necessary to navigate around the NetSuite system and understand core NetSuite functionality. And, on the other, as your work progresses In Cognita, you will have the opportunity to practice and review the content presented in the course in a simulation environment called Wrike Case/Scenarios. This Wrike Case/ Scenarios stage overlaps with your work in Cognita in order to have a cohesive learning process and thus achieve your goals as a qualified consultant at Trajectory.

Specific Objectives

Gain knowledge of the NetSuite basic navigation paths and help center, as well as how to request NetSuite support.
Being able to identify the main features most used in the system and how to enable or disable NetSuite functionalities.
Getting familiar with NetSuite most used records and terminology when doing general accounting configuration
Identify different areas of NetSuite and modules involved in the order to cash and procurement process
Describe the differences and uses of both SuiteAnalytics reporting formats from NetSuite and the best approach based on business approach.
Learn and identify security features and configuration to grant a user access to NetSuite.

Training Methodology

NetSuite Essentials has a blended learning approach. It is divided into two interactive stages: Cognita learning resources and Wrike Case/Scenarios. During your Cognita Learning process, you will be expected to utilize multimedia content to get acquainted with NetSuite capabilities. This type of multimedia content includes videos and hands-on exercises through which you should be able to both understand and give an account of core NetSuite processes. You will then have to cover different units presented on the syllabus for the course, and carefully follow the directions contained in them.
As a consultant, you should be also able to engage with customers’ requirements. In order to do so, at an indicated stage of your course progress, you will have the opportunity to exercise those necessary skills during your Wrike/Case Scenarios, since henceforth you will be simultaneously working with Cognita learning resources and Wrike Case/Scenarios.
The trainer assigned to the course will grant you permission to access units sequentially as long as you do the required tasks and provide you with necessary feedback on your performance to continue your growth and improvement process in the company.
The purpose of this training is to allow you to achieve the proposed objectives, allowing you to get your Netsuite Consultant status and give you the tools to continue your study process.

Assessment

The process of assessment considered for this course is a systematic process of collecting, analyzing and interpreting information to determine the extent to which trainees are achieving instructional objectives. To assess trainees and their complete development, this course will be conducted making use of the Cognita learning assignments by means of hands-on exercises and Wrike Case/Scenarios through which your knowledge acquired from this training and practice will be taken into consideration.

Course Curriculum

No curriculum found !
14 STUDENTS ENROLLED
Cognita Cloud © Trajectory Inc Partner
X